Financial professionals and firms having business relationships with SmartAsset receive no special Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, We are unable to make individual profile updates. ![]() All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. Fee types billed by Creativeone Wealth, LLC most likely include any combination of asset-based, hourly, fixed and other fees. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars and other services.įinancial advisory fees usually are based on which services are offered. Of its 19,806 client accounts, just 7% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm serves 14 charities and foundations. ![]() It handles $3 billion in assets across its 19,806 customer accounts, placing it among the largest firms in the country by assets under management. The company has offices in 108 locations and a total of 169 people on staff. Demeo has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas.Ĭreativeone Wealth, LLC is a registered investment company operating out of Leawood, KS. Demeo has gained experience at Smc Advisory Network, LLC, Summit Wealth Partners, LLC, Regal Investment Advisors, LLC, Jrd Insurance & Financial Services, Inc Dba Money Bridge Wealth, Adviser Alliance, LLC and Change Path LLC. Demeo currently works for Creativeone Wealth, LLC. Joseph Demeo is a financial advisor working in Roseville, California with a total of 6 years of industry experience.
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